Get Sitecore Workflow Items

In this post, you’ll see how to get Sitecore workflow items that are in the specific state of the workflow. I’ve described both the possible ways by which you can do it, Code and Sitecore PowerShell. 🙂

We need, workflow Id and workflow state Id.

var db = Factory.GetDatabase("master");
var workflow = db.WorkflowProvider.GetWorkflow(txtWorkflowID.Text);
var listofWorkflowItems = workflow.GetItems(txtWorkflowStateID.Text);

Above code, will get list of items in the given workflow state. I needed the report of these items along with the URLs. So I added the following code to get the required data. I are going to make use of this piece of code and bring in some more automation in further requirement. I’ll share more details in the upcoming posts.

Layout look as following:

<body>
    <form id="form1" runat="server">
        <h2>Get List of Workflow Items!</h2>
        <table>
            <tr>
                <td>Workflow ID:</td>
                <td>
                    <asp:TextBox ID="txtWorkflowID" runat="server" Width="400" Text="{115CBA9C-D124-49D5-B9D1-314B32155AAB}"></asp:TextBox></td>
            </tr>
            <tr>
                <td>Workflow State ID:</td>
                <td>
                    <asp:TextBox ID="txtWorkflowStateID" runat="server" Width="400" Text="{C8CB5D17-7F02-4A34-B2AE-36D1DB4A7089}"></asp:TextBox></td>
            </tr>
            <tr>
                <td>
                    <asp:Label ID="lblSummary" CssClass="positionAbsolute" Visible="false" Text="" runat="server"></asp:Label></td>
            </tr>
            <tr>
                <td>
                    <asp:Button ID="btnGetWorkflowItems" runat="server" Text="Get Items in Workflow" OnClick="btnGetItemsInWorkflow_Click" />

                </td>
            </tr>
            <tr>
                <td>
                    <asp:Label ID="lblCount" runat="server"></asp:Label></td>
            </tr>
            <tr>
                <td colspan="4">
                    <asp:GridView ID="grdLanguageReport" CssClass="table-style-three" runat="server"></asp:GridView>
                </td>
            </tr>
        </table>
    </form>
</body>

I created the DataTable and fed in the required data into it. Converted the path to URL if an item has any renderings.

Code:

        StringBuilder sb;
        DataTable tb;
        protected override void OnLoad(EventArgs e)
        {
            base.OnLoad(e);
            if (Sitecore.Context.User.IsAuthenticated == false)
            {
                Response.Redirect("login.aspx?returnUrl=GetWorkflowItems.aspx");
            }
        }

        protected void btnGetItemsInWorkflow_Click(object sender, EventArgs e)
        {
            lblSummary.Text = "";
            try
            {
                if (!string.IsNullOrEmpty(txtWorkflowID.Text) && !string.IsNullOrEmpty(txtWorkflowStateID.Text))
                {
                    tb = new DataTable();
                    tb.Columns.Add("Item ID");
                    tb.Columns.Add("Item Path");
                    tb.Columns.Add("Item URL");

                    var db = Factory.GetDatabase("master");
                    if (db != null)
                    {
                        var workflow = db.WorkflowProvider.GetWorkflow(txtWorkflowID.Text);

                        var listofWorkflowItems = workflow.GetItems(txtWorkflowStateID.Text);
                        if (listofWorkflowItems == null || listofWorkflowItems.Count() == 0)
                        {
                            lblSummary.Text = "No Items found";
                            lblSummary.Visible = true;
                        }
                        else
                        {
                            List<string> listofItemsInTheWorkflow = new List<string>();

                            foreach (var ii in listofWorkflowItems)
                            {
                                var currentItem = db.GetItem(ii.ItemID);

                                DataRow itemRow = tb.NewRow();
                                itemRow["Item ID"] = ii.ItemID.ToString();

                                //For Item Path == Get Item ID
                                itemRow["Item Path"] = currentItem.Paths.FullPath;

                                //convert Item Path to URL
                                string getURLWithLanguage = "";
                                if (currentItem.Fields["__Renderings"] != null && currentItem.Fields["__Renderings"].ToString() != string.Empty)
                                {
                                    string urlWithLanguage = "https://www.companywebsite.com/" + ii.Language + "/";
                                    
                                    //Here you can do additional processing if needed
                                    
                                    getURLWithLanguage = currentItem.Paths.FullPath.Replace("/sitecore/content/Home/", urlWithLanguage);
                                    
                                }

                                itemRow["Item URL"] = getURLWithLanguage.ToLower();
                                tb.Rows.Add(itemRow);
                            }
                        }
                    }
                    lblCount.Text = "Total items: " + tb.Rows.Count.ToString();
                    grdLanguageReport.DataSource = tb;
                    grdLanguageReport.DataBind();
                }
            }
            catch (Exception ex)
            {
                lblSummary.Text = ex.StackTrace.ToString();
            }

There is an option to provide the Sitecore Workflow Id and State Id in the text box, and fetch the results based on it. You can add the feature to download the report into a sheet.

Another best way to get it done is using Sitecore PowerShell, if you have power to access on a required environment.

Provide the workflow state ID, find the referrence items using Get-ItemReferrer and then do the required processing. As simple as that.

$workflowStateID = Get-Item -Path master: -ID "{46DA5376-10DC-4B66-B464-AFDAA29DE84F}"
$referringItems = Get-ItemReferrer -Item $workflowStateID

#EmptyArray
$listofWorkflowItems = @()

#$listofWorkflowItems

#Skip System Items
Foreach($item in $referringItems) { 

    $itemPaths = $item.Paths.FullPath
    if($item.Paths.FullPath.contains('/sitecore/content/'))
    {
        $rendering = $item | Get-Rendering
        
        $addInList = New-Object System.Object
        $addInList | Add-Member -type NoteProperty -name ID -Value $item.ID
        $addInList | Add-Member -type NoteProperty -name Path -Value $item.FullPath
        if($rendering){
            $addInList | Add-Member -type NoteProperty -name URL -Value $item.FullPath.Replace("/sitecore/content/Home","https://www.nikkipunjabi.com")
        }
        
        $listofWorkflowItems += $addInList
    }
}

$listofWorkflowItems | Show-ListView

Output:

Hope this will help you as well if you are looking for any similar solution.

Happy Sitecoring!

 

Synchronize table data between SQL Server instances using SQL Table Dependency and NServiceBus

Data sync is the task which needs to be done very diligently. It should work effectively. In this post, you’ll see how we did data synchronization between the two SQL Server instances.

Challenge:

We had to capture the transaction in a few tables and move data to another database which is located on the other side of the world. There is no direct connection between the two databases. There is an integer primary key in the few tables. We had the flexibility to add a column but we couldn’t modify the existing columns because that is used by other applications.

Solution:

SQL Table Dependency – To monitor table change.

NServiceBus – A reliable data persistent storage where messages can be stored and that can be polled by the individual nodes.

We started with the SQL Table Dependency application which will track DB Changes. We followed the article Monitor Table Change with SQL Table Dependency. 

With this application, we were able to track Insert/Update/Delete changes in the table. It gives the notification message which has a complete record and we can play with it.

We were then suggested to use NServiceBus. It will persist the message until the message is read by the receiver. The advantage of using NServiceBus is it gives consistency guarantees till the message is read and processed by the receiver. The receiver will notify the Sender for the transaction processed successfully. You can start with NServiceBus Step by step to understand the architectural concept behind the software. The best about NServiceBus is it provides a lot of sample code which you can download and run the application to see how it works and understand. All the sample code should be working as you run the application. I personally tried with three sample codes.

We initially started with the Publisher-Subscriber application and used MSMQ for a data persistence. In this case, the sender and receiver both should run on the same server and can use the MSMQ to transfer the data. Because of some security norms, there wouldn’t be a direct connection between the source and target database. So we changed the approach and decided to go with NServiceBus Sender-Receiver application with NHibernate Persistence Usage. We did a POC keeping in mind the required business objectives, which worked very well and then we added the required business logic in SQLTableDependency, Sender, and Receiver to transfer the data from one server to another. It takes as little as 3-5 seconds for the data to be transferred and processed. The NServiceBus application has a mechanism to retry sending data if any issues, you can go through with the recoverability article to know more about it.

One SQLTableDependency application can track one table, we had to track other 5 tables as well. Data in the tables are associated with the Users table which the SQLTableDependency is monitoring. In SQLTableDependency, it’s not easy to monitor 5 tables in one application, there is some way but we didn’t invest time into that. We followed another approach. Users table is monitored by SQLTableDependecy, we added GUID column to track the record and push the same GUID on the target server tables. The operations on the Target Database is done based on the GUID.

We created triggers for 5 tables and one audit table to track the changes. In trigger we did two things, first, log the changes in the audit table and then update the user’s table which is monitored by SQLTableDependency with the GUID of the audit table. A business logic is in the SQLTableDependency to fetch the table changes using the Audit table and pass on the data to NServiceBus sender application.

I’m sure, you would have a question of how the application get notified about the data change?

We used MSMQ for storing the data from SQLTableDependency. NServiceBus sender will monitor the MSMQ. Any record added in MSMQ will be processed by the sender application and then removed from the MSMQ. NServiceBus NHibernate Sender-Receiver application uses SQL database internally for processing.  It creates a new database. Sender and Receiver both should have access to the database.

So we have three applications – SQL ServiceBroker (SQLTableDependency), Sender and Receiver. These applications will be running as a Windows Service and deployed on the servers. Receiver application will be running somewhere in the world and has access to Source and Target Databases using the secured VPN.

We created:

  • Triggers
    • Triggers for Insert, Update and Delete operations for the required tables. Triggers will add details about the transaction in the Audit Table and update the Users table with the SyncID.
  • Audit Table
    • SyncOperation table in SQL DB to track the changes in the above tables
  • SQL Service Broker with SQL Table Dependency application
    • This will track the users’ table.
    • On Insert/Update – It will take the values from the Users table and Sync Operation Table (if any) and push them to the Messaging Queue.
  • NServiceBus Sender
    • This will keep track on the MSMQ
    • Any data added in the MSMQ will be sent to the receiver and it will be cleared from MSMQ.
  • NServiceBus Receiver
    • A receiver will receive the data sent by the Sender.
    • It will then process the data by syncing it with the target Database.
    • Once the data is updated, a receiver will then notify the sender about the successful processing of the given data.
  • Stored Procedure
    • Stored procedure on the target database for each table to process the data

There are other ways as well to solve this business problem, We used this approach based on the requirement and suggestion from the client. Thanks to Senthilvel for helping me in this.

If you are going to use SQLTableDependency/NServiceBus and having any concern you can reach out to me.

Sitecore Federated Authentication – Part 3 – Sitecore User and Claims Identity

If you have followed my previous post, I hope you should now be able to login to Sitecore using External Identity Provider. In this post, we will see more about Claims Identity and store required values in Sitecore User Profile also we’ll create a user with the user’s email address instead of the hash code.

Claims Identity

Claims-based identity is a common way for applications to acquire the identity information they need about users inside their organization, in other organizations, and on the Internet.

Both Google and Facebook provide different claim identity name and value. So in order to bind properly, we have to update the configuration as below. You should explore Facebook Graph API from Facebook and OAuth 2.0 Playground from Google in order to get more information about the user.

In order to store the Full Name value of a user in Sitecore, I was trying to add http://schemas.xmlsoap.org/ws/2005/05/identity/claims/name claim directly to a Full Name Property in Sitecore User Profile for a user in Property Initializer Mapping. But each time I try to add it always store sitecore\APTixbqulVz0qp5xEbNrkA in the Full Name instead storing Nikki Punjabi as a name, which I was getting from both the identity providers as a claim value.

Solution:

<!--Add Full Name Claim Transformation-->
<transformation name="name" type="Sitecore.Owin.Authentication.Services.DefaultTransformation,Sitecore.Owin.Authentication">
	<sources hint="raw:AddSource">
	        <claim name="http://schemas.xmlsoap.org/ws/2005/05/identity/claims/name" />
	</sources>
	<targets hint="raw:AddTarget">
	        <claim name="FullName" />
	</targets>
</transformation>

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Sitecore Federated Authentication – Part 2 – Google and Facebook App and the Custom Processor

In the previous post, we did the required configuration for the authentication with Google and Facebook Identity Providers. Now we need to write the processor which will connect the Sitecore instance with External Identities. Before that, we need the Client ID and Client Secret keys from Google and App ID and App Secret keys from Facebook.

Create Facebook App

Create the Facebook app – https://developers.facebook.com/

Set up the Facebook Login and create a Web App.

Go to Basic and copy the App ID and App Secret keys. We’ll need it at the later stage. You’ll need to add the Privacy-Policy URL.

Click on Settings – Enter the proper value for Valid OAuth redirect URIs. This will be <hostname> + “/signin-” + <identityprovidername>. In my case it’s https://sc90.local.com/signin-facebook

Create Google App

Create the new Google Project – https://console.developers.google.com/

In the API Library, Enable Google+ API. Go to API Library, navigate to Social, you’ll find the Google+API. Select and Click on Enable. Our google app is now enabled for the OAuth Authentication.

Navigate to Credentials and Create OAuth client ID credentials  — This will provide you the Client ID and Secret Key.

Provide Authorized redirect URIs, as we provided for Facebook, similarly provide for Google. In my case, it’s http://sc90.local.com/signin-google

We have created the application on Facebook and Google for the OAuth Authentication to work properly. Now we have to write the custom processor and pass the proper keys for Facebook and Google identity providers.

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Sitecore Federated Authentication – Part 1 – Authentication with Google and Facebook Identity Providers

Hello Sitecorians,

Hope you all are enjoying the Sitecore Experience 🙂

Sitecore has brought about a lot of exciting features in Sitecore 9. One of the features available out of the box is Federated Authentication. I will show you a step by step procedure for implementing Facebook and Google Authentication in Sitecore 9. Before we dive in, it’s always good to understand how the system works and the basic of Federated Authentication System.

So, what’s Authentication?

Authentication is the act of confirming the truth of an attribute of a single piece of data claimed true by an entity. In contrast with identification, which refers to the act of stating or otherwise indicating a claim purportedly attesting to a person or thing’s identity, authentication is the process of actually confirming that identity. It might involve confirming the identity of a person by verifying the authenticity of a website with a digital certificate.

wikipedia

What is OAuth?

OAuth is an Authorization Protocol. It’s an open standard for access delegation, commonly used as a way for Internet users to grant websites or applications access to their information on other websites but without giving them the passwords. This mechanism is used by companies such as Amazon, Google, Facebook, Microsoft and Twitter to permit the users to share information about their accounts with third-party applications or websites.

wikipedia

What’s OWIN Middleware?

It stands for Open Web Interface for .Net. It is a new standardized interface between web servers and applications. It stands as a middleware to be used in a pipeline to handle requests and associated responses. OWIN provides a decoupling layer that allows two frameworks with disparate object models to be used together.

What’s Federated Authentication?

It is also called as Federated Identity or SSO (Single Sign-On)

A federated identity in information technology is the means of linking a person’s electronic identity and attributes, stored across multiple distinct identity management systems.

wikipedia

Sitecore uses the ASP.NET Membership provider for the Sitecore user login. Now we can integrate external identity provider login easily by writing few lines of code. ASP.NET Provides the external identity functionality based on OWIN-Middleware. Sitecore has implemented the OWIN Pipeline very nicely directly into the core platform.

How it works?

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Sitecore 9 Forms – Google reCAPTCHA form element

Hello Sitecorians,

Hope you’re playing around with Sitecore 9 and with the newly introduced cool features in it. Recently, I’ve been exploring Sitecore Forms and implemented the Google Re-captcha form element within the Sitecore forms. Re-captcha is the basic requirement for the form submission process and in order to implement this, we’ve to write some code to it.

Before you go through with this post in detail, you must know the basics of Sitecore Forms.

We will go through step by step process to implement the Google Recaptcha with Sitecore Forms using the custom form element. And will create a generic component which you can use for any other form as well.

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Remove Sitecore Personalization Rules in Bulk

Hello Sitecorians,

Do you need to remove the Personalization Rules for many items in bulk or you would like to learn about that on how to do that quickly? If yes then you are at right place. 🙂

Recently there was a requirement to add personalization throughout the site. So the team did that at the template level for the required pages. But they didn’t want that for the specific node and all it’s child items and wanted to keep that away from all personalization and also it will never be applied to that items. There were approx. 1000+ items, so if they remove it manually for each item — it will take ample amount of time. In order to save the time we created a utility that will do the job in few minutes.

We need the following:

  • Parent Item ID – So that we can iterate through all the child items
  • Rendering/Sub-layout ID
  • Data-Source Value – If you would like to add/update
	
	// Remove Personalization Rules in Bulk and Update Data-Source
 
	// Default device from Sitecore
	var deviceItem = db.GetItem("{FE5D7FDF-89C0-4D99-9AA3-B5FBD009C9F3}");
	DeviceItem device = new DeviceItem(deviceItem);
 
  //Iterate through all the items
  foreach (Item childItem in parent.Axes.GetDescendants())
  {
    if (childItem.Fields != null && childItem.Fields["__Renderings"] != null && childItem.Fields["__Renderings"].ToString() != string.Empty)
    {
      // Get the rendering where personalization is needed to be removed.
	    var renderings = childItem.Visualization.GetRenderings(device, true).Where(r => r.RenderingID == Sitecore.Data.ID.Parse(txtRenderingID.Text)).ToArray();
 
      if (renderings.Count() == 0)
	    {
        string log = "Item not updated: " + childItem.Paths.Path + ", Info: Rendering with ID " + txtRenderingID.Text + " not found in the item presentation!";
        Sitecore.Diagnostics.Log.Info(log, this);
        continue;
      }
 
	     // Get the layout definitions and the device
       Sitecore.Data.Fields.LayoutField layoutField = new Sitecore.Data.Fields.LayoutField(childItem.Fields[Sitecore.FieldIDs.LayoutField]);
 
       if (!string.IsNullOrEmpty(layoutField.Value))
       {
 
          Sitecore.Layouts.LayoutDefinition layoutDefinition = Sitecore.Layouts.LayoutDefinition.Parse(layoutField.Value);
 
		      Sitecore.Layouts.DeviceDefinition deviceDefinition = layoutDefinition.GetDevice(device.ID.ToString());
 
		      var renderingItem = deviceDefinition.GetRendering(renderingID);
 
          if (renderingItem != null)
          {
            // Remove all the personalization rules
            renderingItem.Rules.RemoveAll();
 
            // Update the renderings datasource value
            renderingItem.Datasource = txtNewDataSourceID.Text;
 
            // Save the layout changes
            childItem.Editing.BeginEdit();
            layoutField.Value = layoutDefinition.ToXml();
            childItem.Editing.EndEdit();
          }
        }
    }
  }

Let me explain to you what I did in above code.

  1. Get the default device from Sitecore
  2. Iterate through all the child items
  3. Proceed further if an item has any rendering assigned to it
  4. Proceed further if an item has the required rendering, if not then continue with next item
  5. Get the layout definition and the device
  6. Get the rendering and remove all the rules
  7. Save the changes

This is the quickest and easiest solution I found, as there was no Sitecore Powershell installed. If you know any other better solution then do comment below.

Happy Sitecoring!

Add Sitecore Rendering in Bulk

Hey Sitecorians,

Hope you’re doing well with Sitecore.

Many a time we need an option to have some utility that will do the job easily and save the time for the content team to get things done faster and take the bunch out of the plate. One such requirement was for adding the sub-layout/rendering in bulk. I quickly built a utility that will do the job easier for the content team.

A simple utility that will do the following:

  1. Add Rendering
  2. Assign placeholder key to a newly added rendering
  3. Add appropriate data-source value

The utility will ask for the following:

  1. Parent-item ID
  2. Template ID – Which items, defined from the given template need to have the rendering.
  3. Rendering ID
  4. Data-Source Value
  5. Placeholder Key

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Sitecore and GatherContent Integration Overview

The only reason people visit your website is for content. You have it; they want it.

Content plays a vital role on the website. Thus, when designing a website, we have to ensure that every silver of content – from microscopic blocks of text to enormous banner images and everything in between – is included.

Every website will try to have a rich content, which engages user to read. It will be packed with thousands of words, images, and interactions. How do we ensure that when a new website launch, it’s filled with right content in the right places?

GatherContent – that’s how.

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Sitecore SXA | How to Export, Update and Import a Web Design with Creative Exchange

Sitecore SXA (Sitecore Experience Accelerator) is the buzzword nowadays in the Sitecore World. The Sitecore Experience Accelerator provides reusable, templated UX layouts and components to help you get up and running quickly. One of the important features of Sitecore SXA is Creative Exchange, which is helpful for executing the development and designing process to be done in parallel. The Creative Exchange process is designed to facilitate several different teams working on a website. For example, the team that is working on the theme of the site can work in parallel with other teams.

In this post, I will go through the step by step process to show you how to export, change the color of the text and then import back in Sitecore with the Creative Exchange.

I installed:

Create New Site

Create new site – I’m creating a new Sitecore site called sxasite. 

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